Purchases and Sales Made in Q4 2022 in Pimco ETF Tr Broad Us Tips Ind (TIPZ)
This table provides information about the institutional ownership of Pimco ETF Tr Broad Us Tips Ind (TIPZ) during Q4 2022. The information is specifically focused on institutions that hold shares of PIMCO ETF TR BROAD US TIPS IND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
80.9KNew |
$4.33M - $4.53M
|
80.9K
$4.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
53.8KNew |
$2.88M - $3.01M
|
53.8K
$2.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.6KNew |
$997K - $1.04M
|
18.6K
$974K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.2KNew |
$813K - $851K
|
15.2K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.9K+ 10.19% |
$585K - $612K
|
118K
$6.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.76KNew |
$469K - $491K
|
8.76K
$459K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.4K+ 9.73% |
$450K - $470K
|
94.7K
$4.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7.06K+ 147.2% |
$378K - $395K
|
11.9K
$621K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.45KNew |
$292K - $305K
|
5.45K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.4K+ 8.5% |
$289K - $303K
|
69K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.31KNew |
$284K - $297K
|
5.31K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$259K - $270K
|
4.83K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.65K+ 66.64% |
$195K - $204K
|
9.13K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.65KNew |
$142K - $148K
|
2.65K
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 50.93% |
$115K - $121K
|
6.39K
$334K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.37KNew |
$73.5K - $76.9K
|
1.37K
$71.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
990+ 16.6% |
$53K - $55.4K
|
6.95K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
822New |
$44K - $46K
|
822
$43K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
736New |
$39.4K - $41.2K
|
736
$38.5K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
63+ 1.62% |
$3.37K - $3.53K
|
3.94K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21+ 0.1% |
$1.12K - $1.18K
|
20.4K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.15% |
$321 - $336
|
3.94K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
2+ 0.03% |
$107 - $112
|
7.15K
$374K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.26% |
$53.5 - $56
|
386
$20.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.93% |
$53.5 - $56
|
109
$5.71K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.32% |
$214 - $224
|
1.26K
$65.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-22- 0.45% |
$1.18K - $1.23K
|
4.85K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-544- 12.12% |
$29.1K - $30.5K
|
3.94K
$206K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-773- 65.45% |
$41.4K - $43.3K
|
408
$21.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.28K- 44.52% |
$68.3K - $71.4K
|
1.59K
$83.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.58K- 9.08% |
$84.7K - $88.6K
|
15.9K
$830K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.59K- 24.27% |
$85K - $88.9K
|
4.96K
$259K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 12.91% |
$87.4K - $91.4K
|
11K
$577K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.94K- 29.12% |
$104K - $109K
|
4.72K
$247K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.05K- 11.0% |
$163K - $171K
|
24.7K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.55K- 18.96% |
$190K - $199K
|
15.2K
$795K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.53K- 4.52% |
$243K - $254K
|
95.6K
$5M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.67K- 43.03% |
$250K - $262K
|
6.19K
$324K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.12K- 44.55% |
$274K - $287K
|
6.38K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.81K- 10.66% |
$525K - $549K
|
82.2K
$4.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.4K- 36.83% |
$608K - $636K
|
19.5K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.1K- 11.52% |
$699K - $732K
|
100K
$5.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.1K- 77.84% |
$806K - $844K
|
4.29K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.3K- 27.34% |
$875K - $915K
|
43.4K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.7K- 32.84% |
$892K - $933K
|
34.1K
$1.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-27.2K- 49.53% |
$1.46M - $1.52M
|
27.7K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.8K- 35.05% |
$1.65M - $1.73M
|
57.2K
$2.99M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33.5K- 49.39% |
$1.79M - $1.88M
|
34.4K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.8K- 57.35% |
$2.08M - $2.17M
|
28.9K
$1.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.9K- 89.78% |
$3.05M - $3.19M
|
6.48K
$339K
|
|